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Access in Adopt is granted per client, not globally — which is exactly what keeps one client’s work invisible to everyone who shouldn’t see it.
Acct Workstreams

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Access is per client (workstream)

Members are granted access per workstream. There’s no global “see everything” for regular users — someone with access to Client A cannot see Client B unless separately granted. This is the mechanism behind client confidentiality.

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Invite someone to a client

  1. Open the client (workstream).
  2. Go to its members / access area.
  3. Invite the person by email and set their role (see Roles and permissions).
They’ll now see that client — and only that client — when they log in.

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Reviewers

Reviewers for the human-in-the-loop gate are assigned at the engagement (process) level, so the person who reviews R&D work for a client can differ from who reviews their transfer-pricing work. Set reviewers when configuring the engagement.

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Removing access

Remove a member from a workstream to revoke their access to that client. For someone leaving the organization entirely, an admin should handle full deprovisioning — see Managing members.

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Next steps

  1. Roles and permissions
  2. Access scoping
  3. Setting Doc Store access